...
You would like to update your primedocs version? Our support team will be happy to assist you.
...
4.0.20184.0 (2024-06-10)
Client
- The dropdown for the document language in the client no longer filters templates. This means that all templates are now always displayed, regardless of the selected document language. If a template is not available for the language selected in the dropdown, the user is prompted in a dialog to select another available document language.
- UI: The inconsistent size of icons in the client, which had changed due to UI customizations, has been corrected.
- In the template type "Image gallery", a context menu can now be opened via right-click to rename, delete or create a folder for the selected element.
- After an image had been exported from a profile, user or OU, the directory in the file explorer in which the file had been saved was locked.
- primedocsConnect: Der TemplatePicker zeigte auh classic-Vorlgaen an, obwohl diese für primedocsConnect nicht funktionieren. The TemplatePicker also displayed classic templates, although these do not work for primedocsConnect.
DataSourceAdminApp (Dashboard)
- User and OU field definitions could no longer be edited.
- The conventional database export with
.zip files no longer worked. - User Offboarding: now the UserSyncConfig can be configured for users to be automatically deleted after the specified number of days.
- The text of a tooltip in the user onboarding settings has been improved.
- App-Management; beim Anzeigen der Log-Dateien einer App wird nun immer die Log-Datei von heute standardmässig ausgewählt und nicht mehr diejenige von gestern. App management; when displaying the log files of an app, the log file from today is now always selected by default and no longer the one from yesterday.
- The new export function via BACPAC introduced as a preview in the previous release is now continued as DACPAC. So it is now possible to export a
.dacpac file instead of a .zip file. Such a backup can be imported both via the dashboard and via SSMS / Azure Data Studio. In particular, migration steps are handled better here, which means that this is a more flexible import/export function. This function is a preview in this release as well. - The reference to a user/OU checkbox field is now possible again.
- User and OU field definitions: An ID may now not contain a number at the beginning (
1User.LastName) or at the end of the ID (User.LastName.1). - Importing via Smuggler was faulty and the migration history of a database was deleted during an import. This has been corrected.
- Dashboard: A sample configuration for the new AdminApi has been documented.
Document Engine
- Fields: it is now much easier to see where there is a JavaScript error in a field when error messages are displayed.
- primedocs Multiletter (Preview): the user can now generate a document with a collection of objects (e.g. recipients for letters) as a multiletter in primedocs. A PDF is automatically generated for each object and saved in a defined location. This feature will be extended in the future.
- Forms:
Choice fields can now be inserted into a Word template asdropdown content controls. - Client: The dropdown for the document language in the client no longer filters templates. This means that all templates are now always displayed, regardless of the selected document language. If a template is now not available for the language selected in the dropdown, the user is prompted in a dialog to select another available document language.
- The error message that appears if a content control already has a DataBinding has been clarified.
- primedocsConnect: the
ConvertToPdf command resulted in a corrupt generated PDF. - In a generated document, images in Word were incorrectly displayed as Base64 strings.
- primedocsConnect has been extended.
- There were errors when generating documents with primedocs-external content controls with binding.
- Forms: the
Group attribute translate-Title was displayed in the document language instead of the UI language. - Snippets/WordContent: Page breaks in WordContent are now allowed in content templates.
- Fields: The JavaScript version has now been updated to ECMAScript 6/Jint version 3. This means that JavaScript can now be used with Arrow Functions and generally more functions (
.findAll(), .startsWith(), .includes(), .slice(), for...of etc.). - Snippets/FormattedText a string with
"\t" resulted in showing as " " instead of a tabluator in the document. - Snippets/WordContent: breaks (
"\n") were not inserted in snippet placeholders.
Add-Ins
- PowerPoint: The "Convert design" button has been improved.
- PowerPoint: if the read-only mode is activated for a presentation, the primedocs AddIn is now also deactivated.
- PowerPoint: if a presentation was marked as "completed", primedocs threw an error.
- Word, snippets: the Office action "Undo" now works again.
- Snippet pane: when right-clicking on a snippet the context menu now shows "Copy Key" if it is a new snippet (WordContent, FormattedText) and "Copy Id" if it is a classic snippet.
- Fields: In documents with
FormattedText or WordContent fields, paragraphs in or below tables were sometimes “swallowed” or additional paragraphs were added after a document update. - Fields: Various errors were found when a document with
WordContent fields was updated, relating to styles and paragraphs changing. This has been corrected. - Editing Excel embedded in a Word document was prevented by an active primedocs Excel add-in.
Outlook (web-based add-in)
- The automatic setting of the signature has been deactivated for the new Outlook Desktop on Windows because it is currently not technically feasible.
- The add-in’s long loading time in the new Outlook App on Windows has been fixed.
- The signature templates used the UI language instead of the document language when filtering.
- App: an e-mail templates could not be created properly.
Outlook (classic)
- The "Autosignature" checkbox now retains its value when a new e-mail is saved as a draft or when the window is undocked.
- AddIn when e-mail is docked: the "Attach file" button is now "Attach file" with submenu (AttachFileSplit). So it is the same button as when composing an e-mail without primedocs.
- Client: If an e-mail was generated via e-mail template for the first time on the day, it didn’t look according to the template. Data enrichment now takes place in the client instead of the AddIn.
- AddIn: Only e-mail signatures that are approved for the selected profile and available for the selected language are now displayed.
- The autosignature is now deactivated if the user manually selects a signature.
- Due to long loading times of the Outlook (classic) add-in, the primedocs client is no longer started automatically when Outlook is used, but only when a primedocs function is actually used.
- The default signature incorrectly replaced the selected signature when a new e-mail was saved as a draft or when the window was undocked.
- Domains configured in the "E-mail signatures" document function are no longer case-sensitive.
- When replying, the signature for a third-party profile only loaded when the recipient was changed.
App/primedocs web
- The text of the "Create document and save in CMI" button has been translated.
- In dark mode, the entries in the database dropdown were no longer clearly visible.
- The cover image was not displayed on the start page if a specific database was selected.
- If many databases were running on the same service, the database could not be changed.
- In the new ExistingListDataProvider, the checkbox "First row contains field names" is now activated by default.
- Forms: The
AdditionalProfiles could not be used with many available profiles. - Forms: The
Info element ignored line breaks. This has been corrected.
Connect
- Authentication information can now also be supplied for a Connect call in the connect settings → Connector-UrlPolicies via the Admin Dashboard.
- If a connect request did not have an explicit profile ID, an error occurred. Now the selected profile is used as before.
- If the global translations were accessed on the server side, there was an
OutOfMemoryException. - OneOffixx Connect in the primedocs client had a problem with memory resources.
Server
- Organizational units can now be managed via the Admin API.
- Connection to the Active Directory: access to the Global Catalog (GC) has been enabled.
- Synchronization did not always work if elements were permanently deleted via Admin Dashboard (entries in HardDelete table).
- Security patches of dependencies were imported.
- The installer no longer registers the invalid "primedocs-winappauth" protocol.
Identity Server
- It was not always possible to log in to primedocs via IdS. An extension has been implemented to repeat login attempts.
CMI Integration
- The use of a dynamic tenant is now also possible for STS calls.
4.0.20152.0 (2024-03-25)
App
- Problems with loading and starting the app have been fixed.
- In the list of all available databases, databases that did not have a name in
primedocs.config were displayed as an empty entry. These are now displayed with their ID. - If you changed information in the user or profile, an endless loading process was triggered. This has been corrected.
- If you only filled in the "Body" field in an e-mail template (but not Subject, To, Cc or Bcc), Outlook displayed an error message.
- The prompt to log in to primedocs in Outlook appears in French, although the UI language was set to German.
- The list of all available databases was very confusing for many databases. They are now sorted in the same way as in the DatasourceAdminApp and excess text is truncated correctly.
- Address providers:
For a search result, "1 results were found." was displayed.
The UI element "No results were found." was a button instead of just text.
Client
- In the document parameter, the text was cut off at high zoom levels. This has been corrected for accessibility reasons.
- In the client, the names of the template types in the German UI language have been corrected.
- A new address interface is now available in both the client and the app: the "ExistingListDataProvider". It allows users to upload their own Excel files, map the fields and then select
Objects from this list to use them in the document. - primedocs Connect: On the client side, "Save as" commands can now also be executed and thus automatically generated documents can be saved.
- The context menu in the Windows taskbar has been replaced as a UI element with a .NET-based control.
- The icons are now fetched from a different source due to compatibility issues.
- If all available profiles were shared and there were a large number of profiles (e.g. 4350), this led to long loading times in the client for templates with configured
AdditionalProfiles. - Forms: In a Forms dialog with configured additional profiles (
AdditionalProfile), the vertical distance between them was too large. - In the template editor of classic e-mail templates, the checkbox for deactivating the signature was incorrectly no longer displayed in the UI.
- Recipient addresses: if several server-side address interfaces were available, not all of them were always loaded.
- primedocs Connect: In the "Data" data function, the entries of an
ObjectCollection are now correctly no longer available for insertion in the Word template. - The "UserDefinedAddressProvider" had to be reconfigured each time a document was generated. This has been fixed.
- Outlook template editor:
HTML in the editor is formatted automatically.
Improvements have been made to the editor regarding window size depending on the amount of content.
The scrolling behavior has been improved.
Fields or forms fields can now be used for the four elements Subject, To, Cc and Bcc.
- If an e-mail signature that is managed in a rule via the organization is deleted, the rule is deactivated.
- primedocs Connect: Templates with an attached data function can now be generated via the client again without errors.
Word-Addin
- A FormattedText with a Word style or with text that was formatted with the "B" button lost its formatting after updating in the open document.
-
Date-Fields can now be inserted as date content controls in templates and can be referenced accordingly in other fields. - It was not possible to search for text modules in the text module bar by entering a key.
- If a public snippet was moved to the private or template snippets, its authorizations were not removed.
- After updating in an open document, the last paragraph was deleted in a WordContent that contained a table with a paragraph below it.
Outlook-AddIn
- Document Engine: HTTP links work again in signature templates.
- Document Engine: "mailto:" links were lost in signature templates.
- The signature was not inserted automatically in classic Outlook. This has been fixed.
- If a different signature template was selected, the document language was reset to the default.
- Changing the database led to an incorrect user interface.
PowerPoint-AddIn
- Table of contents: the wrong document language was shown for spell checking.
- Changing the database led to an incorrect user interface.
- Changing the document language in the generated document did not work for profile fields.
- Any
AdditionalProfiles were not shown. - Clicking on "Change layout" triggered an exception for unmapped slide layouts.
- Editing SmartArt in a PowerPoint resulted in error messages.
- The image gallery for PowerPoint templates can now be divided into folders.
Excel-AddIn
- If an Excel was saved in protected view, an error was thrown.
- Inserting a date format in a cell led to errors.
Common AddIn - Forms
- Subsequently changing the document language did not affect the date of a
Date field in the document. - The
OnlyVisibleDuringGeneration attribute did not work with YesNo and Choice. -
YesNo fields with a RequiredValue asked for a ValidationMessage, although one was set.
DataSourceAdminApp (Dashboard)
- Instead of a
.zip file, which can only be imported via the dashboard, you can now export a .bacpac file. Such a backup can be imported both via the dashboard and via SSMS / Azure Data Studio. In particular, migration steps are handled better here, which means that this is a more flexible import/export function. This function is currently a preview. - User field IDs and OU field IDs were not validated. Now they cannot be created if the value starts with a number. This means that this is not possible:
User.Hello.1, but it is possible: User.Hello1.
Document-Engine
- Fields: the
translate-Format attribute now works for date fields. - Fields: Analogous to
$.getText an Object/ObjectCollection can now also be retrieved with $.getObject or $.getObjectCollection, respectively. - WordContent: Additional content can now be saved: Word bookmarks, text-only ContentControls, bulleted lists with the property "Don’t add space between paragraphs of the same style" deactivated.
- FormattedText: Spaces
" " as well as breaks "\n" are now solved differently and are retained. - Fields: The error message that appeared for invalid XML was incorrect.
- FormattedText: the
<u></u> tag The tag now actually underlines the text (in the generated document or PowerPoint). - In
FormattedText translations, .hasContent is not required anymore. The attribute is therefore no longer available. .hasContent had been added to FormattedText fields to check whether a FormattedText has a text or is empty.
Development
General code clean-up work has been carried out.
- An SBOM (Software Bill of Materials) is now created during the build.
- When creating the .zip files with the executable installation files, FileHashes are now created automatically.
A module that is no longer used (WpfWizard) has been removed.
The C# SDK has been updated.
CMI-Integration
- Due to an implementation at CMI, we have changed the CMI upload URL (CMI V 24.0).
Identity Server
- It is now allowed to work with Entra ID guest accounts.
- A client registration on "localhost" is now allowed for modern native clients.
- A multitenancy with Windows authentication led to errors.
- A statement about the license key was logged incorrectly.
4.0.20130.0 (2024-02-06)
Client
- Outlook: In the "Organization" tab, the "Signature" button now takes you to a dialog where you can add signature rules.
- Global configurations: The width of the second column can now be customized by users and is saved.
- Client & Server: The new document function "Data" can now be used to integrate data from external systems in primedocs templates (primedocs Connect).
- Generating a template of the type "External file for distribution" resulted in an error message.
- Outlook: Templates of the type "Signature" were displayed even outside of the administration view.
- Outlook classic: Various template types for classic Outlook were labeled as such.
- Template distribution in connection with MailThemes has been optimized.
- If the "All users" button was selected in an authorization dialog, "Authenticated users" is now always displayed afterwards.
- Signature profiles that have been approved with the option "May use me as co-signer, but without signature image" are now correctly only available for selection in the additional profiles, but not in the profile selection/profile change in the client or in the AddIn.
- Diagram templates (*.crtx) for "Doughnuts" can now be imported correctly in templates of type "Diagram".
- Creating a mail with the "XmlSpy" program now works again.
- When opening the Word editor of a template multiple times, new changes to the template were no longer applied after saving in Word.
- The "Microsoft.WindowsDesktop.App" framework is now required on the server side.
AddIns
- Connect: Updating a document generated with Connect displayed an error message if ObjectCollections via Fields were in the document.
- The snippet dialog now allows 256 instead of 32 characters to define a key.
- Snippets of the type "FormattedText" could no longer be inserted by double-clicking after creating the snippet.
- An exception has been corrected in PowerPoint/Excel 2016 Pro when creating a new file.
- In the profile selection dropdown, up to 10 third-party profiles are now displayed next to pinned profiles.
Word AddIn
- If the header in a template contained a table and the last element in a table cell was a content control, a profile change in the open document resulted in an error message.
- If a WordContent snippets contained a table in the first position, updating the open document failed and resulted in an error message.
- Content controls no longer lose their style when the document is updated and no longer receive an additional paragraph.
- If a WordContent snippets contained a style in the last paragraph, an additional paragraph was inserted when inserting the WordContent into a document. This has been fixed.
- If a former primedocs document (a primedocs document that has been finalized) is linked to primedocs again, the appearing error message now no longer contains any old information.
PowerPoint AddIn
- Inserting a SmartArt object into a PowerPoint and then changing the fill color, resulted in an error message.
- Displaying a PowerPoint in a slide show and then clicking on the display settings, resulted in an error message.
- The "Template editing" group in the ribbon has been better organized because the button names were too long.
- The template of type "Table of Contents" can now be built better.
Outlook-AddIn
- It is now possible to create signature templates, manage multiple signatures depending on the organizational unit (via the "Signatures" button in the "Organizational unit" tab) and then use them in the new Outlook version.
App
- Outlook: An error message in connection with Connect has been fixed.
- Templates were no longer displayed when switching to a different database and could therefore no longer be generated.
Engine
- In fields, it is now possible to access the result of another WordContent or FormattedText field via
$.getWordContent or $.getFormattedText respectively, in the same way as $.getText. - For various built-in styles in Word, e.g. "header" and "footer", various problems in connection with WordContent and FormattedText have been solved. Among other things, all snippets are now "de-localized" (same process as for style templates).
- When validating the Fields document function during document generation now recognizes whether two fields with the same name are configured.
In Fields, dates are now handled differently:
- Using
$.formateDate(myFormsDate, "dd.MM.yyyy"), you can now alternatively format date objects from Forms. - The date value of a date is now accessed using
Value (e.g., $("Forms.Date").Value) Together with the functions $.getDate() and$.setDate(), this now allows you to calculate with dates.
Admin Dashboard
- Importing packages caused a problem when sorting template groups.
- Importing databases created with a version lower than 4.0.20121 via Smuggler did not work. This has been fixed.
Other
- WebAPI/AdminUser: The URL for organizational units was incorrect.
- Authorizing an organizational unit and removing these authorizations again, resulted in an error message. This also happened via JobHost.
- Service: The synchronization from the client to the database failed if a snippets was overwritten.
Dev: Updated to new version of AvalonEdit and Azure.Identity
4.0.20113.0 (2023-12-17)
Client
- Word: Two error messages appeared when dealing with mail merges, which have now been corrected.
- Outlook:
If an e-mail template was generated using the client, primedocs and Outlook crashed.
E-mail templates could no longer be generated using the client.
Opening the recipient dialog from an e-mail led to errors.
- If a global translation was created as FormattedText and the entry contained a lot of text, performance problems occurred.
- Forms: the
ValidationMessage attribute has been updated in the technical documentation.. - Forms: If the
Info element was configured without text and TranslateKey, an unclear error message was displayed. This has been improved. - The new template type "PowerPoint table of contents" is now displayed correctly in clients with German UI language.
AddIns
- Word: The data that had been entered in an
Object in Forms was no longer loaded in the open document after a profile change. - Word: WordContent snippets with more complex style applications could not be created.
- Word: Additional properties can now be used in WordContent (br; Break, multiLine; SdtContentText, SpacingBetweenLines, rStyle, hanging und ind; Indentation, tblPrEx; TablePropertyExceptions).
- Excel: The "+ Sheet" button to create a new Excel sheet threw an error if a cell was edited at the same time.
- Excel & PowerPoint: The error with the message "An element with the same key has already been added" has been fixed.
- PowerPoint: The feature for creating PowerPoint templates for tables of contents has been enhanced.
- PowerPoint: The "Change layout" button could not be used in the ribbon.
- PowerPoint: If a PowerPoint template is adjusted to the CI/CD by means of design conversion, the dialog now fills recognized properties into the correct form fields.
App
- On iOS, the upload button extended to the edge and thus overlapped text fields.
- Messages for information and errors are now highlighted in color.
Admin Dashboard
- In the Policy Editor, the back button no longer took you to the previous page.
- The database import via Smuggler did not import changes of permanently deleted objects.
- The package import did not import the metadata for modification times (ModifiedBy and ModifiedOnUtc) of templates. As a result, imported templates still had the old timestamp.
Server
- If a pinned profile had been unpinned, the initial synchronization failed.
WebApi / DocumentEngine
- The use of references on the Global Configurations led to errors in the app.
- Users can now be created automatically using WebAPI. The correct organizational unit can be assigned to the user and profile shares can be configured.
- A security patch has been installed for the HtmlSanitizer Library.
AddressService
- The
Generic HTTP Provider now supports XML endpoints in addition to JSON (e.g. for Vertec providers).
Service
- Clients did not correctly synchronize the permanent deletion of an organizational unit. This meant that organizational units could theoretically not be deleted.
Benutzersychronisation
- The default sync interval has been adjusted to 12 hours.
JobHost
- An interruption of the server no longer leads to the cancellation of the JobHost.
primedocs.config / Server-Installation
- The IdentityServer license key is integrated by default, but can now be explicitly overwritten via the configuration.
- The installation script has been changed.
4.0.20101.0 (2023-11-17)
Client
- Outlook: There is now the new template type "Email template" (the classic version is now called "Email (classic)"). This means that it is now possible to implement e-mail templates on the web and via Outlook in the new design.
- Forms: With the new
AdditionalProfile element, it is now possible to store signatures and signatures from external profiles in a template in the profile. User-defined names can be used (e.g. "Signer" and "CoSigner"). - If you go to the advanced search dialog by clicking on the arrow to the right of the search field, you can now search all document functions in all templates in the new "Configuration" text field (e.g. the search with the search term "Forms.MyTextField" shows all templates that contain this text in any document function).
- Word-Ribbon:
Preview images can now be generated when testing a document by clicking on "Generate preview" or "Generate multilanguage previews" for language-dependent preview images in the primedocs ribbon in the "Templating" group.
In the ribbon Developer tools, group "Templating" you get to the dialog "Developer tools". There is now a new tab "DocData - WordStyles", which lists all StyleIds and StyleNames. This is useful for using FormattedText and FormattedText translations to look up the correct StyleId.
- Forms:
If you created an Info element without text and without translation, an exception was thrown in the editor and the document could not be generated. Now at least one of the two must be filled out in Info.
If you created an AdditionalProfile without a label, an exception was thrown in the editor and the document could not be generated.
The dialog ignored different screen resolutions for display. Now it is scaled correctly.
In the Group, the Translate-Title attribute now shows the available translations.
- UI: In the dialog for managing third-party profiles, it is now better displayed whether a third-party profile is pinned or not.
- The address provider "Nest" has been renamed to "innosolv" in the UI.
- PowerPoint: If an empty placeholder for text was placed in a master template, it lost its formatting when the presentation was generated.
- Templates of the type "PowerPoint slide set template" could not be opened in the editor without mapping. This has been fixed.
- PowerPoint: Performance has been improved when typing and switching slides.
AddIns
- PowerPoint: The button for generating a table of contents is now only displayed if the corresponding PowerPoint table of contents template exists.
- Word: If the Word template is open and you create a new field in the Fields document function and save this, this new field is now automatically visible in the field list of the template - without having to close and reopen the template!
- PowerPoint: The "Check slide" and "Design Conversion" functions are now displayed in the same group in the UI.
- PowerPoint: Users can now have tables of contents created automatically in PowerPoint, with primedocs searching for the slide headings and specifying the corresponding number of slides.
- Word (classic): If you clicked on "Change signature", nothing happened. This function now works again.
- Word Ribbon-UI: The buttons for switching back and forth between recipients now have clearer icons.
- Word: More properties can now be used in WordContent (rsidRPr; TableRow, ascii/hAnsi; RunFonts).
- Word/FormattedText: If the document was updated, new paragraphs were inserted in FormattedText fields.
- Word/FormattedText: If the document was updated (e.g. via confirming the properties dialog or changing the profile), some styles were lost.
- Word: If a Forms field of type
AdditionalProfile was in a group, it was not possible to access the properties dialog again in the generated document.
Document Engine
- Forms fields of type
AdditionalProfile can now be queried in Fields via let profile = ("Forms.MeinAdditionalProfile");. In this way, it is now possible to find out whether the user has selected a profile in the Forms dropdown or not (("Forms.MyAdditionalProfileMyAdditionalProfile) !== null). - As soon as a FormattedText field was in a table, the specified style no longer applied correctly.
- If a FormattedText field was in a table cell and its content was a string "", Word could no longer handle it and the document could not be generated.
- A FieldBuilderStep timeout error has been fixed.
FormattedText translations
- Error messages for FormattedText translations (handlebars) are now displayed in as many cases as possible with a concrete reference to the corresponding field.
- Handlebars in the form of "{{{" may not be used.
- The attribute
word-style-id did not work with built-in styles. - Builder API: with the
hasContent property in FormattedText translations, the content in the handlebar control structure ({{ if meineVariable.hasContent }}) is only inserted if the parameter in the JavaScript code is a FormattedText and not empty ("").
JavaScript:
- JS error messages are now output in as many cases as possible with a concrete reference to the corresponding field.
- The function
$.wordContent.fromFormattedText() only accepted string literals and no references to variables. This has been corrected. - The function
$.formattedText.fromText("MeinText") no longer generates too many paragraphs. - With the new Builder API, different fields or field types (Text, FormattedText and WordContent) can now be strung together. Example in a FormattedText field:
$.formattedText.getBuilder().append($.formattedText.fromText("MeinText")).append($.translations.getFormattedText("MeineFormattedTextÜbersetzung")).build(); - If a
Key was specified for a WordContent or FormattedText snippet, this must now be a string literal in the code.
- FormattedText Troubleshooting
Breaks in a string were ignored in FormattedText. The function $.formattedText.fromText("Oben\nUnten"), which converts Text to FormattedText , now ensures that breaks are still retained in FormattedText.
JavaScript: A call to a function that can optionally be given parameters was still invalid without parameters.
Depending on the HTML in the FormattedText translation, the Word file was then incorrect.
Word: in HTML, the nesting of underline, italic and bold was not recognized correctly.
PowerPoint: in HTML, nesting, e.g. of italics and bold, was not converted correctly.
The attributes of shared profiles (AdditionalProfiles) could not be used in fields.
Control elements of type SdtContent in continuous text are now supported.
- Steuerelemente vom Typ
SdtContent im Fliesstext werden nun unterstützt.
App
- Shared profiles (
AddionalProfiles) are now also available in primedocs basic. This means that the user can now generate a document in the name of another person via the app. - The signature profiles are now displayed under "Additional profiles" in the profile settings.
- Forms: Unfilled mandatory fields were still invalid despite being filled in, which is why documents could not be generated.
- The UI of the Windows update page ignored that an update was available. This has been fixed.
Admin Dashboard
- Different UI languages were used for the template statistics and the template data. Now both files are in the standard UI language.
- The package export threw an error when navigating/exporting snippets.
Empfängerdialog (classic)
- The attribute
SalutationOnSeparateLine now also works when manually entering a recipient.
Installer/Client
- If primedocs is installed on a machine and "OneOffixx" is searched for in the Windows Start menu, primedocs will now also be found.
Service
- If organizational units were permanently deleted from the dashboard, they would reappear. This has now been fixed.
- The Windows client download was pointing to the wrong path. Therefore, the clients could not be downloaded.
JobHost
- The
HttpSync threw an error when the synchronization was already running.
4.0.20082.0 (2023-10-24)
Client
- AssetGallery: File extensions are now also allowed in upper case; ".PNG" now works.
- Editing a global translation entry of type Formatted Text became very slow for longer content. This has been corrected.
- The user experience to the “Search signature profiles” dialog has been improved as the window could move to the background.
- In the “Select Organizational Unit” dialog, all organizational units were displayed twice.
- In all XML editors, if the editor was zoomed in other than 100%, an input of "0" incorrectly reset the zoom level. This has been fixed.
- French translations have been improved.
- Deleting a layout when other editor windows were open caused the application to crash.
- AddIn: The message that an update is available is now no longer displayed in the client in a terminal server environment.
- Forms: If an
Object/ObjectCollection was in a Group, there were problems when generating the document.
Admin Dashboard
- The irrevocable deletion of organization fields (hard deletion) threw an exception if there were fields based on this field containing binary data.
- The migration step
20230831090235_AddVarcharListTableType could cause errors. - Package import: Template groups are now not sorted differently after import than in the source.
Document Engine
- There were various bug fixes in the Global Configurations.
- FormattedText: The feature has been extended.
FormattedText is now supported as a parameter as well as handlebars ({{object}}), parameters are validated and illegal HTML characters are automatically corrected. - Fields: In JavaScript, the correct use of API objects under "$" is now ensured.
- Global configurations are now also possible in primedocs templates for all document functions: Forms, Fields, Placeholder Assignment, Placeholder Definition.
- Forms: The use of the
Info element caused an error during generation.
App
- The OnPrem version now ships with the correct files, so client download can be easily enabled via primedocs.config.
- Client installers can now also be found in the App and downloaded there. Previously, the packages were only available in the Dashboard.
AddIns
- Performance improvements have been implemented when starting the primedocs client from the add-in.
- List styles are now supported in the WordContent. In addition, an error was corrected in which a WordContent could not be created if a list style was in the document.
- When clicking checkboxes, an error message occurred in Word.
Installer
- When selecting the "CommonAddins" all sub-features (Word, PowerPoint, Excel) are now automatically activated. However, each feature must be specified explicitly via the
AddLocal MSIEXEC call. The documentation was also adjusted.
Server
- The "App" application can now handle the
webProxy element and the bypassOnLocal setting. - When searching for users to add them, the whole Active Directory is no longer searched.
- Dashboard: When searching for a user to add manually via Dashboard, the search also returned computers. This has been corrected.
4.0.20071.0 (2023-09-29)
Client / AddIn
- The creation of snippets with invalid FormattedText.elements led to an "exception" in the log.
- When inserting a snippet via double-click or drag 'n' drop into a document, an additional empty paragraph was inserted. This has been fixed.
- An exception file is now no longer saved under "C:\".
- The client can now better handle opening the same window several times.
- Forms: The document function now offers the creation of one Forms element depending on another with
ElementsIf. This is offered in YesNo & Choice and is currently only supported in primedocs pro.
Admin Dashboard
- User Onboarding: Multiple users can now be created by entering their SID via Security → New User; Create button → Bulk User Setup.
- More logging is now done during a SID migration.
- When importing a database, there was sometimes an error due to snippet migrations.
App
- The profile picture is now displayed in the top right corner of the app.
- Forms: Creating one Forms element to depend on another is currently being tested for implementation in the app.
- UI: When generating a document whose Forms contains an object, the "Delete" button was not displayed in the intended section.
Service
- There was an error when adding permissions in the client under Settings → Permissions. This has been fixed.
- On the https://meineServiceURL/service web page, the entire server URL is now displayed in a text field.
Document Engine
- Regarding Forms elements depending on each other, there was a bug with Objects and Collections.
- The Slide Layout is now also available in the Master Template.
- An exception was thrown in the document if a field contained unexpected values.
- Placeholder definition: The placeholders placed in the layout were incorrectly PlainText and not RichText. This caused errors in the content with
FormattedText. -
WordContent snippets can now be equipped with SnippetPlaceholder so that the WordContents can attract Fields or Forms. [!] WordContent and FormattedText snippets can now only be stored in Template Snippets.
...
The changes of OneOffixx version 3.8.10150 have been implemented in primedocs.
Document Engine
- An individual table row height is now supported in a WordContent snippet.
- There is now a new text module type "Word Open XML" text modules. This type is similar in principle to the conventional text modules and is used to compose a generated document dynamically, according to selections in Forms.
- Using WordContent snippet via Fields has been implemented.
- The
DefaultDocumentLanguage attribute is now used in the Java Script Field Engine in the SnippetsObject. - There is now a new snippet type called "FormattedText". This way, a global translation of the type "Formatted Text" can be created and used in Fields. HTML can be used to format a text accordingly (e.g., bold). On the other hand, an already formatted text can be created in the open document like an ordinary snippet and then referenced in the fields. This snippet type is mainly used for short texts. The corresponding documentation follows.
Client
- The client crashed when the client tried to add a template to the "recently used templates".
- Foreign templates (e.g. imported PDF) could no longer be created.
- In the client UI, the icon showing the connection status was changed.
- The word read by the screen reader to go back to the client from the primedocs menu was changed to improve accessibility.
- TemplatePicker now displays thumbnails in the specific language.
- Word: When creating text modules, the dialog now displays more information for choosing the correct text module type.
- Word, Snippet groups: in the Snippet properties, the text field "Keyword search" was not saved and synchronized. This has been fixed.
AddIns
- Word, PowerPoint & Excel ribbon position can now be determined via
AddinCommonWordRibbonPosition, AddinCommonPowerPointRibbonPosition as well as AddinCommonExcelRibbonPosition. - Unexpected/invalid values in Word document cause client to crash.
- SendEmail: In a signature, the profile and document language were incorrectly tightened.
- There were errors when creating comments in Word documents.
-
WordContent snippets were extended by tables.
App
- The button to upload a profile picture had too small a clickable area for its size.
- OpenAI Integration:
Look & feel adjustments were made for the "Stop generating" option.
Outlook's prefix space is ignored due to a Microsoft issue.
Query generation did not work in PowerPoint Online.
- In case of a validation error, the "Create" button for generating a document is now inactive.
Service
- The template type "External document" was not visible in the client.
- An entry larger than 30MB was not possible in Kestrel operation. This has been resolved.
Admin Dashboard
- User Onboarding: If a user was created via Dashboard, the automatic assignment of the organizational unit was not done.
- The value
0 in ClientSyncMaxDelayAfterStart caused client crash. This value can no longer be set this way in the dashboard and the client validates as well. - Snippets: The UI was fixed because a white ID was hiding the snippet name.
IdentityServer
- The Identity Server remained in a failed state during startup when the database server was missing.
Installer
- The option
LazyLoadingCache was missing in ADMX. Therefore, new ADMX primedocs templates were added in the docs.
4.0.20053.0 (2023-08-22)
Client
- Manually changed data fields at the profile were reset when there was a change of organisation.
Admin Dashboard
- Save User Data in the SID-Migrator resulted in an error when anything was adjusted among the user fields
App
- When hovering the mouse over "Upload image", no effect was visible.
- The focus at "Reset to default" and "Remove image" was not visible when moving the mouse over it.
...
4.0.20052.0 (2023-08-17)
Client
- Language correction FR and IT: If the template name of a template is not defined in the main UI language, the placeholder "[template name not defined]" now appears instead of "[template name not translated]".
- Export image using arrow key was not available and has now been fixed.
- Template editor: Language check boxes could not be selected and deselected via keyboard.
Admin Dashboard
- Word-style usage evaluation: The Excel formula was supplemented for German Excel.
- 20230421105231_ProfileShareCleanup was deleting permissions for the signature image, which has now been corrected.
...
4.0.20051.0 (2023-08-11)
Client
- With the Lazy Loading Cache feature, snippet and template data can only be loaded when they are used. To activate this, the following switch can be set via the registry or the settings:
| Code Block |
|---|
|
<appSettings>
...
<add key="UseLazyLoadingCache" value="true" />
</appSettings> |
- In the global settings, when editing the configuration of a document function, the selection of an attribute with the integrated XML help crashed.
- Global configurations: Entries of the type "Text"/"FormattedText" can now only be created in the global translations.
- The accessibility has been improved.
- The email accounts set in the signature document function are now filtered better.
- If the user was offline, the document generation failed.
- If Forms consists of a DataProvider, the Simple View now shows that DataProviders can only be edited in the expanded view.
- When logging in with the client for the first time, the message "primedocs cannot be used [...]" was displayed incorrectly, although there was no error.
- If the template name of a template is not defined in the main UI language, the placeholder "[Template name not defined]" now appears instead of "[Template name not translated]".
- AddIn: An "Object" could no longer be removed via the properties dialogue in the primedocs ribbon.
- AddIn: Excel: The button "Convert design" no longer leads to an error.
Document Engine
- Fields, JavaScript: The validation of fields used in JavaScript has been improved.
- Fields: An object that is not set is now defined as
null. - If a picture content control was not inserted in Word in a Word layout, primedocs prevented document generation.
Admin Dashboard
- The organisation fields Org.Theme.Color and Org.Theme.Font caused errors when saving any new field in Row 0.
- The SID-Migrator could no longer be accessed
- Smuggler import: If the migration status in the package was different from the one in the database, the import failed.
- The execution of hashing blobs no longer worked.
- In the explanation text of the new Style Usage (Word Style Usage), an explanation text has been improved.
- An old migration step "2018121400003_LibraryItems2Snippets" has been fixed.
...
- The Health Monitor for customers with an OnPrem installation but Cloud Authentication now no longer shows an error for 401.
App
- The app now supports single objects.
- The scaling of the signature image has been improved.
...
- When customizing user or organization fields, synchronization did not always work.
4.0.20031.0 (2023-06-27)
Client
- Word Add-In: for Classic templates, the buttons for "Indent text"/"Indent text" no longer worked for text with standard formatting.
- The Help button in the top right corner of the client as well as in the Word Add-In now leads to help.primedocs.io.
- In the template editor, deleting the name of the template in the default UI language caused a crash.
- In Forms, the "Encrypt" button for encrypting texts was missing in the toolbar.
- The Global Configurations could no longer be loaded: if they were opened via button, only the loading indicator was displayed.
App
- If a profile was not assigned to an organizational unit, a link to that profile led to an error page.
- When hovering over the preview image, it was not adjusted.
- UI: The DatePicker icon that is displayed when selecting a date in Forms got a different color.
- The checkbox to set the default profile is now only displayed for profiles that are not the default profile.
- In Profile Settings, the button to delete a profile is now disabled once the user has only one profile.
- CMI Integration
...
- Objects in Forms now also work in the app.
- The new data interface SqlDataProvider, allows accessing any configurable SQL databases to bring data into a document.
- Summary in Forms can be used to define exactly which fields of a data interface are to be displayed in the dialog.
For a Summary field, you can use the Id define which text should be displayed for an Object.
In the Summary configuration, the XML structure has been adapted.
When clicking on the "Details" button, an error occurred.
Boolean values from an Excel as data source were not recognized if the initial letter was capitalized (“True"/"False"). This is now taken into account and works now as well.
The resizing behavior of the Forms dialog has been improved.
...
- There was an error when importing dynamic groups.
Document Engine
- In the Fields and Placeholder Mapping document functions, the element names have been unified: now there are only
Picture as well as YesNo and no longer "Image" or "Boolean".
⚠️ This is a breaking change, which is why templates may have to be adjusted after the client update, otherwise they can no longer be opened by users.
Server
- When a user opens primedocs for the first time, primedocs now goes through a defined Onboarding process to automatically assign the user to the correct organizational unit.
- User synchronization can now also be configured via SQL.
- When renaming a field in the dashboard, this only arrived in the respective client after resetting the cache. This now works again.
- The option to set an outdated configuration for user synchronization has now been removed.
- If the client had been abruptly terminated, an error message was triggered on the server. This has been corrected.
- A migration step caused template permissions to be deleted. This has been corrected in this release.
- During the OneDrive/SharePoint/Teams integration, problems occurred with an IdS server.
- A new package
Microsoft.Data.SqlClient was implemented to detect invalid ConnectionStrings.
...
- The path to the JobHost now also supports spaces.
...
4.0.20020.0 (2023-05-30)
Client
- The client backend was significantly improved in terms of color contrasts.
- The DataProvider could not be reached because the URL had been composed incorrectly.
- The new DataProvider can now also be used in Forms in the client.
- If no elements were configured, Forms displayed an error.
App
There was an error when trying to generate documents via the addin.
- In the primedocs app, access from CMI is now also possible.
- In the "Delete Proile" dialog, the text colors of the description were not correct in dark mode.
- Accessibility: The date selection could no longer be exited via tabulator, despite the disappearance of the dialog.
- The new DataProvider can now also be used in Forms of the app.
- Even if there was only one profile, the UI showed a dropdown, just with one entry.
...
- PowerPoint: The dropdown for selecting the document language is now always available.
- PowerPoint: When clicking on a slide, sometimes an error message "Selecting is locked for the requested shapes" appeared and primedocs crashed.
- PowerPoint: Design conversion of non CI/CD compliant presentations has been improved.
Server
- The release of technical information was prevented.
...
- The whole documentation is now with a new design on another platform and that is here: https://primesoft-group.atlassian.net/wiki/spaces/PDTEN
Service
- The "Inherit from parent" function no longer worked.
- For organizational units containing scheduled fields, editing profiles attached to these organizational units failed.
Document Engine
- It is now possible to create e-mails via Connect. I.e. Connect now also works with the template type "E-Mail".
- In the XML configuration of a SlideLayout, the attribute "DisplayName" has now been added.
-
ObjectCollections are now supported.
...